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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,473 | $54,370-47.6% | $82,763-65.6% | $68,490-58.4% |
| Participation rate | 84.6% | 63.9%+20.7pp | 72.6%+12.1pp | 67.9%+16.7pp |
| Annual return | -14.53% | -13.67%-0.9pp | 702.45%-717.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,531 | $2,219-31.0% | $3,008-49.1% | $2,597-41.0% |
| Participant deferral / active EE | $7,233 | $3,247+122.8% | $4,395+64.6% | $4,028+79.6% |
| Admin fee / account holder | $17,397 | $4,398+295.6% | $5,325+226.7% | $5,403+222.0% |